Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Senior Trust Officer, Vice President - Wilmington, DE
On-site · Wilmington, Delaware, United States
Job Summary
Senior Trust Officer at Goldman Sachs Trust Company (GSTC) within Private Wealth Management in Wilmington, DE. Serve as primary officer responsible for the management and administration of key trust company client relationships and fiduciary accounts. Manage a book of trust company accounts among a team of professionals, including junior trust officers and wealth management professionals. Collaborate with Private Wealth Advisors to develop long-term relationships with clients, families, and beneficiaries; coordinate and oversee tax preparation with our tax compliance service provider; interpret estate planning instruments including trusts, wills, tax filings and other related documents; understand and apply fiduciary laws and practices; coordinate investment processes with GSTC investment officers and PWAs; contribute to new business development efforts and participate in marketing and thought leadership; maintain current knowledge of fiduciary and tax laws and ensure compliance, risk management, and high-quality client service.
Required Qualifications
- Bachelor's degree required
- 7+ years of experience administering trusts and/or estates
- Law degree a strong plus
- CTFA designation a plus
- Accounting background and/or fiduciary tax expertise a plus
- Understanding of Regulation 9 requirements and core concepts affecting fiduciary administration
- Expertise in trust, estate, and tax administration and/or planning
- Understanding of financial markets and prudent investor standards
- Strong verbal and written communication skills
- Strong organizational and interpersonal skills
- Commitment to excellence and high integrity
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